Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding TIAA Access Nuv LifCyc 2045 T4 in their Schedule of Assets, totaling $6.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHADY HILL SCHOOL CORPORATION SHADY HILL SCHOOL DC AND TDA RETIREMENT PLAN | CAMBRIDGE MA | 201 | $66.9M | $1.1M |
| 2 | THE EDISON INSTITUTE DBA THE HENRY FORD THE EDISON INSTITUTE 403(B) TDA PLAN | DEARBORN MI | 581 | $41.1M | $915K |
| 3 | THE ALFRED & ADELE DAVIS ACADEMY |
ATLANTA GA |
| 95 |
| $18.9M |
| $577K |
| 4 | PORTLEDGE SCHOOL PORTLEDGE SCHOOL RETIREMENT PLAN RA | LOCUST VALLEY NY | 129 | $38.1M | $570K |
| 5 | WHITEFIELD ACADEMY WHITEFIELD ACADEMY 403(B) PLAN | MABLETON GA | 167 | $14.2M | $565K |
| 6 | STATEN ISLAND ACADEMY STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | STATEN ISLAND NY | 105 | $26.0M | $522K |
| 7 | GLENELG COUNTRY SCHOOL GLENELG COUNTRY SCHOOL DC RETIREMENT PLAN | ELLICOTT CITY MD | 157 | $34.5M | $367K |
| 8 | NATIONAL BLEEDING DISORDERS FOUNDATION NATIONAL BLEEDING DISORDERS FOUNDATION DC RETIREMENT PLAN | NEW YORK NY | 74 | $8.8M | $277K |
| 9 | SCENIC HUDSON, INC SCENIC HUDSON, INC. 403(B) PLAN | POUGHKEEPSIE NY | 73 | $15.8M | $243K |
| 10 | SHERIDAN SCHOOL, INC. SHERIDAN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 65 | $19.5M | $209K |
